Starbucks (SBUX): FY25 Q1 earnings call, Jan 28, 2025

Tue, Jan 28Earnings callSpeaker-labelled transcriptStarbucks

No Kalshi or Polymarket word markets were listed for Starbucks’s Jan 28, 2025 earnings call (FY25 Q1). The transcript is searchable below (quotes of at most 25 words).

Updated

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

6 matches for “Non Dairy”; 5 quoted, at least 25 words apart.

Brian Niccolcompanyprepared

…40% fewer discounted transactions year-over-year. We also removed the extra charge for non-dairy milk, customizations and identified several other steps we can take to make…

Brian Niccolcompanyprepared

…membership and spend grew both quarter-over-quarter and year-over-year. And price parity for non-dairy milk customizations brought back lapsed Starbucks Rewards members. Our US category share…

Rachel Ruggericompanyprepared

…mix shift into lower-priced beverages and removal of the extra charge for non-dairy milk customizations. Turning to store growth. We opened 377 net new stores…

Rachel Ruggericompanyprepared

…wages, benefits and hours and the removal of the extra charge for non-dairy milk customizations. The contraction was partially offset by annualization of pricing and…

Rachel Ruggericompanyprepared

…year. To improve value perception, we also removed the extra charge for non-dairy milk customizations, an impact of 60 basis points on the segment's margin…

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